Para-Sols is a specialist provider of flexible, timely and professional Paraplanning and administrative support services. Our high quality, compliant reports and support will free up time to focus on your business – nurturing client relationships and improving overall profitability.
We act as an integrated member of your team, using a structured and transparent process to ensure your cases are delivered seamlessly, within agreed timescales.
Support from us can be as much or as little as you need; it is a service designed to be as flexible as you require it to be. Simply select from the range of available services and we will aim to fill any gaps in your support to allow you to focus on your success.
AAB Wealth have had a relationship with Para-Sols stretching back to the very early days of our business. We particularly like the way that Para-Sols can adapt their reports to our own template designs and branding and the very well thought out way client reports are structured. We have a lot of confidence in their ability to produce reports that are not only fully compliant, but also client friendly and easy to read.
- Simon Glazier, Chartered Financial Planner of the Year, AAB Wealth
I have found Para-Sols to be efficient, friendly and effective. Cathi Harrison is building an strong paraplanning solution for financial planners; I can recommend them.
- Simon Davis, Director of Wealth Management, Charles Stanley Financial Planning
We started using Para-Sols back at the end of 2014 and we are very happy with the service provided. We mainly use the recommendation report service; having obtained reports on a wide range of recommendations, we have been impressed with both the presentation and the quality of the documents provided and would have no hesitation in recommending their services.
- Steve Murphy, Chartered Financial Planner, Moore Stephens
As a sole practitioner I find having a paraplanner of great value. It releases valuable time, up to an extra day a week, which can then be used to engage with more clients which is what the job is all about and gives me more earning potential.
- Jonathan Brown, Partnership Financial Planning
We work with a huge range of firms; from “one man bands” where we provide all of their paraplanning and administrative support, to large companies with existing internal paraplanning support which we are able to complement.Find Out More
Paraplanning in one firm can be very different to paraplanning in another firm; we love this diversity and aim to offer a service that is completely flexible, to fit in with you and your company needs.Find Out More
On Wednesday 21st September 2016, the Paraplanners at Para-Sols had a day out in Wakefield to attend the PFS Paraplanning […]
Cathi has been talking to Financial Planning Today about Paraplanning and how we keep up with growing demand. You can […]
In the latest instalment of our regular Meet the team features we catch up with Bernie. One of our longest […]